Can I view the SugarCRM "record ID Number" within the customer module. 

Hi Katie DelValle,

I understand this request in terms of including the ID in the import file so it checks for and does not create records with those duplicate IDs.

In the pursuit of getting this information for that import file, you have asked about displaying the ID number in the record. I think I am missing a step in this approach, though, because you mentioned wanting to avoid exporting, which means it is unclear how the ID number information displayed in the record is going to get from the screen into the import file.

Keep in mind a few things:

1. Import only looks for record ID when it checks for duplicates. It would require a custom coded solution to check a different field for duplicates.

2. The record ID number is displayed in the URL of the record when viewing it, so it is already onscreen if your user has their browser displaying the URL bar.

With very minimal custom coding, you can make a calculated custom field that displays the ID number in the record the following way:

1. For Accounts, create a custom text-type field in Studio called id_num_c

2. Calculate this field with the following interim field variable: $name

3. Save this new field in Studio

3. In the code, locate/edit the file at:

custom/Extension/modules/Accounts/Ext/Vardefs/sugarfield_id_num_c.php

4. Edit the line:

$dictionary['Account']['fields']['id_num_c']['formula']='$name';

5. Change it to:

$dictionary['Account']['fields']['id_num_c']['formula']='$id';

6. Or install through Module Loader a custom file to the above file directory path with this definition change.

I hope this helps!

Hi Katie DelValle,

unfortunately you can't do this with SugarLogic on calculated fields but with SugarCRM Enterprise by using SugarBPM as it is executed "after_save".

Here we go:

1. create a text field like this and put it in your layouts

 {SugarClub Administrator Edit: We're sorry, but this image is no longer available}  

2. set up a SugarBMP as follows

   a) start event is on new records only  

 {SugarClub Administrator Edit: We're sorry, but this image is no longer available}  

   b) add an action that adds the ID to your new field (important: the ID is not in the list so just choose a random item and    replace the field variable with 'id' )

 {SugarClub Administrator Edit: We're sorry, but this image is no longer available}  

   c) add an end event

3. create a new record and enjoy :-)

 {SugarClub Administrator Edit: We're sorry, but this image is no longer available}  

Note:

This will work on new records only. To update existing ones, update the field via database or change the start event to "on every update" and find a way to update all your 150k records like: https://support.sugarcrm.com/Knowledge_Base/Import_Export/Updating_Records_Via_Import/

Bests

Björn Canales Pfisterer

Technical Support Manager

provalida GmbH

Hi Katie DelValle,

unfortunately you can't do this with SugarLogic on calculated fields but with SugarCRM Enterprise by using SugarBPM as it is executed "after_save".

Here we go:

1. create a text field like this and put it in your layouts

 {SugarClub Administrator Edit: We're sorry, but this image is no longer available}  

2. set up a SugarBMP as follows

   a) start event is on new records only  

 {SugarClub Administrator Edit: We're sorry, but this image is no longer available}  

   b) add an action that adds the ID to your new field (important: the ID is not in the list so just choose a random item and    replace the field variable with 'id' )

 {SugarClub Administrator Edit: We're sorry, but this image is no longer available}  

   c) add an end event

3. create a new record and enjoy :-)

 {SugarClub Administrator Edit: We're sorry, but this image is no longer available}  

Note:

This will work on new records only. To update existing ones, update the field via database or change the start event to "on every update" and find a way to update all your 150k records like: https://support.sugarcrm.com/Knowledge_Base/Import_Export/Updating_Records_Via_Import/

Bests

Björn Canales Pfisterer

Technical Support Manager

provalida GmbH

If on Professional, an after-save logic hook can easily populate the field in a similar way.